Personalized Risk Assessments for Smarter Portfolio Decisions

Create and manage tailored questionnaires to assess risk tolerance (client-focused) and risk capacity (goal-focused) with full flexibility.

• Personalized Questions & Weighting – Define custom questions and adjust scoring metrics to fit business needs.
• Automated Risk Categorization – Clients are automatically classified into specific risk profiles based on questionnaire results.
• Flexible Implementation – Use predefined templates or build questionnaires from scratch.

Ensure accurate, up-to-date client risk profiles with automated tracking and compliance oversight.

• Monitor Risk Assessment Status – Track pending, completed, and expired questionnaires at a glance.
• Automated Reminders & Reassessments – Ensure risk profiles remain current with scheduled updates and reminders.
• Regulatory Compliance & Secure Storage – Risk assessments are automatically stored in PDF format, ensuring audit readiness and easy retrieval.

Offer clients an intuitive, responsive platform to complete risk assessments with ease.

• Fully Digital, Mobile-Friendly Forms – Clients can complete assessments from any device, anytime.
• Secure Client Portal Access – Integrated with the Client Portal for streamlined completion and real-time updates.
• Instant Risk Score Generation – View results immediately and adjust investment strategies accordingly.